Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (25595)	10/23/2001 10:03:06 PM
From: Cymeed	Read Replies (2) \| Respond to of 25960

I am still here and been watching; I feel there has not much good to add so I haven't posted that much. Glad to see Cymer still in positive cash flow, think the stock price should stay above book value with it, at least I hope. Also noted book to bill ratio is up, although still low; and the installlation rate is higher than shipment, which means inventory reduction as company has proclaimed for a while. I am a little surprised to see weakness in maintanence parts sale, believe it might just be caused by nervousness of foundries. People simply closed their wallets and refuse to buy for the time being. But I think this mentality should not last foever. They will have to buy parts some day to maintain their equipment and keep the factory running. This may turn out to be good for Cymer in the future quarters, if it's not my wishful thinking.